DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $919M
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$790M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,477
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$3.1M
3
+$1.91M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.61M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M

Top Sells

1
+$4.39M
2
+$2.3M
3
+$1.94M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.52M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.44M

Sector Composition

1 Technology 1.21%
2 Consumer Discretionary 0.63%
3 Financials 0.42%
4 Industrials 0.28%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.86K ﹤0.01%
26
-3
627
$1.84K ﹤0.01%
20
-2
628
$1.84K ﹤0.01%
27
629
$1.84K ﹤0.01%
6
630
$1.84K ﹤0.01%
32
+8
631
$1.84K ﹤0.01%
49
632
$1.83K ﹤0.01%
11
+1
633
$1.83K ﹤0.01%
14
634
$1.83K ﹤0.01%
20
635
$1.82K ﹤0.01%
33
-1
636
$1.81K ﹤0.01%
17
637
$1.79K ﹤0.01%
35
+4
638
$1.79K ﹤0.01%
20
639
$1.79K ﹤0.01%
11
+1
640
$1.78K ﹤0.01%
36
-33
641
$1.76K ﹤0.01%
38
642
$1.76K ﹤0.01%
+19
643
$1.76K ﹤0.01%
17
644
$1.75K ﹤0.01%
6
645
$1.73K ﹤0.01%
22
+5
646
$1.73K ﹤0.01%
25
647
$1.73K ﹤0.01%
17
648
$1.72K ﹤0.01%
41
-2
649
$1.72K ﹤0.01%
15
+2
650
$1.71K ﹤0.01%
25
24 25
26
27 28